Default User Roles

Campaign Approver

• View, create, edit, publish, and delete campaigns, templates, and segments
• View item templates, user and account profiles, recipes, and the catalog

• Create, edit, publish, or delete item templates
• View sensitive data
• Create, edit, or delete user or account profiles
• Export data
• Create, edit, publish, or delete recipes and catalog objects

Campaign Author

• View everything
• Create, update, and delete campaigns
• Create, update, and delete segments that aren’t included in campaigns
• Add and edit recipes
• Delete recipes not used in any campaigns

• Publish campaigns
• Edit published campaigns
• Delete published campaigns
• Publish new recipes

Editor

• View everything
• Create, update, publish, and delete campaigns
• Create, update, and delete segments
• Create, update, and delete user attributes
• Create, update, and delete items

• Configure the system
• Create and update datasets
• Manage users
• Add, edit, or delete API tokens

Editor with Export

• View everything
• Create, update, publish, and delete campaigns
• Create, export, update, and delete segments
• Create, update, and delete user attributes
• Create, update, and delete items
• Export datasets

• Configure the system
• Create and update datasets
• Manage users
• Add, edit, or delete API tokens

Viewer

• View everything in Personalization
• View mapped content zones on a page

• Make updates
• Save changes to a campaign or template